Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.1B
AUM Growth
+$2.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$86.5M
2
+$84M
3
+$44M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$32.5M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$27.8M

Top Sells

1
+$30.6M
2
+$26.3M
3
+$24.8M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$22.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$20M

Sector Composition

1 Technology 9.45%
2 Consumer Discretionary 4.97%
3 Healthcare 4.39%
4 Financials 4.24%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
$137K ﹤0.01%
+13,108
2552
$137K ﹤0.01%
+13,019
2553
$137K ﹤0.01%
12,643
+643
2554
$136K ﹤0.01%
20,389
+7,306
2555
$135K ﹤0.01%
10,804
-1,996
2556
$135K ﹤0.01%
17,977
-833
2557
$132K ﹤0.01%
14,899
+181
2558
$131K ﹤0.01%
18,500
2559
$130K ﹤0.01%
+60,000
2560
$128K ﹤0.01%
18,166
+4,146
2561
$128K ﹤0.01%
7,233
+1,008
2562
$127K ﹤0.01%
115,760
2563
$127K ﹤0.01%
10,088
-780
2564
$126K ﹤0.01%
40,310
+2,761
2565
$125K ﹤0.01%
10,543
2566
$124K ﹤0.01%
3,302
-643
2567
$123K ﹤0.01%
14,962
+2,277
2568
$123K ﹤0.01%
23,767
+7,785
2569
$122K ﹤0.01%
21,824
+4,546
2570
$122K ﹤0.01%
4,785
-416
2571
$121K ﹤0.01%
+10,009
2572
$120K ﹤0.01%
+12,240
2573
$120K ﹤0.01%
2,258
-50
2574
$119K ﹤0.01%
11,314
2575
$116K ﹤0.01%
17,783
-134,484
101 102
103
104 105